XY Planning Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

XY Planning Network’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.75M	Buy	115,302 +24,128	+26%	+$813K	0.4%	57
2026 Q2	$2.89M	Buy	91,174 +5,907	+7%	+$187K	0.36%	66
2026 Q1	$2.6M	Sell	85,267 -3,991	-4%	-$121K	0.42%	56
2025 Q4	$2.45M	Buy	89,258 +39,695	+80%	+$1.08M	0.43%	55
2025 Q3	$1.31M	Hold	49,563	–	–	0.45%	59
2025 Q2	$1.31M	Buy	49,563 +8,247	+20%	+$215K	0.45%	59
2025 Q1	$1.16M	Sell	41,316 -15,156	-27%	-$422K	0.77%	39
2024 Q4	$1.54M	Buy	+56,472	New	+$1.61M	1.16%	29

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

XY Planning Network's SCHD Position: Q3 2026 in Review

XY Planning Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q3 2026, buying an estimated $813K and bringing the position to 115,302 shares worth $3.75M. The position accounts for 0.4% of the portfolio, ranked #57.

XY Planning Network first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

XY Planning Network held 115,302 shares of Schwab US Dividend Equity ETF worth $3.75M as of Q3 2026.
XY Planning Network bought 24,128 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $813K.
Schwab US Dividend Equity ETF made up 0.4% of XY Planning Network's portfolio in Q3 2026, its #57 holding.
XY Planning Network first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.